Receptionist - State Farm Agent Team Member
Part Time • Hybrid - US
Responsive recruiter
Benefits:
- 401(k) matching
- Flexible schedule
- Opportunity for advancement
- Training & development
Part-Time Customer Appointment Coordinator (Remote) – DFW Area
About Us:
We are a dynamic insurance agency specializing in auto, fire life, health insurance and financial services. We are seeking a reliable, detail-oriented part-time Customer Appointment Coordinator to help manage scheduling and customer outreach efforts.
We are a dynamic insurance agency specializing in auto, fire life, health insurance and financial services. We are seeking a reliable, detail-oriented part-time Customer Appointment Coordinator to help manage scheduling and customer outreach efforts.
Position Overview:
You will be responsible for contacting approximately 175 existing customers monthly to schedule renewal appointments, as well as reaching out weekly to 12-15 new customers to schedule initial appointments. You will make up to 3 contact attempts per customer, manage scheduling in the calendar, send reminders via calls and texts, and follow up with no-shows to reschedule. Additionally, you will verify meeting notes completion, run weekly and monthly reports, and prepare a daily morning prioritization log emailed to the team by 8:00 AM.
You will be responsible for contacting approximately 175 existing customers monthly to schedule renewal appointments, as well as reaching out weekly to 12-15 new customers to schedule initial appointments. You will make up to 3 contact attempts per customer, manage scheduling in the calendar, send reminders via calls and texts, and follow up with no-shows to reschedule. Additionally, you will verify meeting notes completion, run weekly and monthly reports, and prepare a daily morning prioritization log emailed to the team by 8:00 AM.
Key Responsibilities:
- Call 175 customers monthly to schedule renewal appointments (auto and fire policies)
- Call 12-14 new customers weekly to schedule new customer appointments
- Make up to 3 contact attempts per customer
- Overcoming objectives
- Very Assertive
- Schedule confirmed appointments and send reminder calls/texts the day before
- Follow up with no-shows and reschedule appointments
- Verify meeting notes are completed and mark appointments as done
- Run weekly and monthly scheduling and outreach reports
- Prepare and email a daily prioritization log by 8:00 AM (approx. 45 minutes each morning)
- Maintain accurate records and communicate effectively with the team
Work Schedule:
- Approximately 20-28 hours per week
- Flexible schedule, primarily remote (98%)
- Ability to work independently and manage time efficiently
Qualifications:
- Strong communication and customer service skills
- Comfortable making outbound calls and follow-up communications
- Detail-oriented with good organizational skills
- Proficient with Excel and calendar management tools
- Self-motivated with ability to work remotely
Compensation:
- $16-$19/hour, based on experience
How to Apply:
Please submit your resume and a brief cover letter explaining your relevant experience.
Please submit your resume and a brief cover letter explaining your relevant experience.
Flexible work from home options available.
Compensation: $16,000.00 - $30,000.00 per year
Ready to Launch Your Career?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to work in an environment that is fun, challenging, and rewarding, then Jennifer Herren - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. Come work with an energetic, fun team at Jennifer Herren - State Farm Agent!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters Insurance.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, and Senior Vice President's Club
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none